IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,134
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$34.6M
3
+$26.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.5M

Top Sells

1
+$59.2M
2
+$29.7M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.36M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.47M 0.05%
75,395
+64,122
452
$1.46M 0.05%
13,246
+10,511
453
$1.46M 0.05%
25,782
+9,490
454
$1.46M 0.05%
29,036
+10,712
455
$1.46M 0.05%
50,291
+19,935
456
$1.46M 0.05%
+79,673
457
$1.45M 0.05%
53,641
+43,307
458
$1.45M 0.05%
33,957
+8,015
459
$1.45M 0.05%
22,491
+18,296
460
$1.45M 0.05%
23,231
+19,921
461
$1.44M 0.05%
3,434
+920
462
$1.44M 0.05%
61,211
+57,038
463
$1.44M 0.05%
14,719
+3,005
464
$1.43M 0.05%
95,631
+94,331
465
$1.43M 0.05%
56,886
+36,141
466
$1.43M 0.05%
31,088
+18,261
467
$1.43M 0.05%
+44,942
468
$1.43M 0.05%
+134,516
469
$1.42M 0.05%
54,435
+19,030
470
$1.42M 0.05%
48,254
-8,808
471
$1.41M 0.05%
105,561
+20,162
472
$1.4M 0.04%
36,607
+30,401
473
$1.39M 0.04%
8,051
+4,502
474
$1.38M 0.04%
30,108
+2,111
475
$1.38M 0.04%
6,248
-4,319
17 18
19
20 21